Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
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The Collective Impact Forum is here to share resources, tools, and stories to support social change makers working in cross-sector collaboration.
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies. Visit us online! Investment advisory products and ...
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“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter!
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Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guara ...
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Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.
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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Money + Meaning highlights the stories of innovators in our community who are leveraging the power of capital markets to create a more just and sustainable economy. We expand the conversation around impact investing and explore strategies to finance and support social change.
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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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As the founder of Ashton And Associates, Abe Ashton has more than 20 years of experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Dive into the latest happenings in the Vail Valley direct from the heart of Colorado’s Rocky Mountains. Vail Valley Partnership brings you the scoop on business news and current issues to advocacy alerts and community conversations.
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Philanthropy Partnership - providing insight into philanthropic strategy and meaningful investment in impact.
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The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Lear ...
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Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop. JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably. Don't miss an episode! Subscribe and follow. Learn more online at Belmont-Capital.com or on social: Facebook, Ins ...
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Corey Hodges is the owner and founder of Fortified Futures Wealth and Retirement Advisors. Corey and his team focus on wealth management and retirement strategies. “Fortify Your Future” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Listen to “Fortify Your Future Radio” Saturdays at 11:30 a.m. and Sundays at 8:30 a.m. on News Talk 94.5 WPTI!
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When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list? Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there ...
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial de ...
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Reckon True Stories is a celebration of new and classic nonfiction – the essays, journalism, and memoirs that inspire us, that change the world, and help us connect with each other. Join hosts and acclaimed authors Deesha Philyaw (The Secret Lives of Church Ladies) and Kiese Laymon (Heavy, How to Slowly Kill Yourself and Others in America, Long Division) for in-depth discussions about the stories we tell and how they impact our culture. Produced by Ursa Story Company, in partnership with Reckon.
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The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is design ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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Welcome to the A Better Way Financial podcast, your trusted companion on the path to retirement prosperity. As the cornerstone of financial security for families and individuals, we're dedicated to making your retirement dreams a reality. Dive into insightful discussions led by the Guida family, renowned for their decades of experience in financial planning and wealth management. Tune in to our podcast as we share actionable insights, insider tips, and expert advice to navigate the complexit ...
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Knowledge in Action Podcast explores how knowledge becomes the driving force behind meaningful change, opening doors to new opportunities and inspiring progress across the globe. These talks bring together thinkers and doers for discussions around democracy, governance, and the green transition. Knowledge in Action Podcast, is brought to you in partnership between the Danida Fellowship Centre (DFC) and MS Training Centre for Development Cooperation (MS TCDC) through the Together for Impact P ...
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The Retirement Key podcast is your go-to resource for practical insights and strategies for a successful retirement. Join hosts Abe Abich and Pat Volk, two experienced financial planners who share decades of expertise on everything from Social Security to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe and Pat provide personalized solutions to the most common retirement c ...
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Let's face it, achieving great business results as an entrepreneur is rarely accomplished alone. There is always someone out there that can solve problems faster and easier than you can. What if you could leverage a strategic partnership or creative collaboration to accelerate the growth of your business? This show is all about how Chuck Anderson and his entrepreneur friends have leveraged partnerships and collaborations to increase our business results and make a BIG positive impact on othe ...
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Stop, Collaborate and Listen! Collaborative Partnerships for Broader Impacts Design
Partnerships for Broader Impacts Design
The Collaborative Partnerships for Broader Impacts Design project aims to assist higher education institutions and informal science education organizations to develop robust partnerships through the design of education-based Broader Impacts. This podcast is our way of sharing key insights and lessons learned to support our university and science center colleagues in their endeavors to achieve broader impacts through partnerships around public engagement with science. All resources mentioned ...
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On Scaling Impact we’ll interview leaders in strategy and impact at mission driven organizations that have dramatically increased the level of impact at their organizations.
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Welcome to, ”Sisters in Ministry” where two devoted sisters share their journey of faith, family, and ministry. Join us as we explore the unique dynamics of maintaining a strong sibling bond while navigating the demands of bi-vocational life and active worldwide ministry. Through heartfelt conversations and practical insights, we’ll uncover the secrets to balancing interrelationships, supporting our families, and making a global impact. Tune in this June to be inspired and equipped to streng ...
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The Charity Impact Podcast aims to help you increase your charity’s income and impact by sharing the experience and expertise of our guests. We usually produce episodes under one of the following broad themes: - Insight and actionable tips from an expert on a specific topic e.g. fundraising, philanthropy, strategy, digital, evaluation. - Learning from the experience of a charity CEO or other social leader - Discussion of issues in or affecting the charity sector. Whatever your role or level ...
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Welcome to Spin Markket Report - the podcast of Spin Markket + Digital in Fort Dodge, IA. Here the Spin Markket employees sit down with a wide range of guests to discuss their passion for their business, how their business endeavors are unique, the impact marketing has had on their businesses, and more! Join us every Monday for an exciting new episode!
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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With her genuinely good heart and a wealth of experience behind her, Susannah works to connect local business and non-profit leaders to their neighbors. In a community like ours in which so many have invested their lives, there are fantastic stories all around us that motivate and inspire, often right next door. She hopes to share some of those here, on the Good Neighbor Podcast. Book an interview today at GNPAuburn.com
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How does India deal with its friends and rivals, and see its role in the world? On Global India, host Tanvi Madan and guests unpack India’s foreign policy and its international impact for experts and new learners alike.
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Car crashes are the number one killer of teens in America, but many of us feel like it won’t happen to us. It Won’t Happen to Me is a podcast series produced by Impact Teen Drivers in partnership with the Office of Traffic Safety and the California Highway Patrol. Learn more about Impact Teen Drivers, our mission, and our programs at ImpactTeenDrivers.org.
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News, views and tips from the world of marketing automation. Learn what’s going on with vendors such as Marketo, Hubspot, Pardot, SharpSpring, Keep, Act-on and many more. Mike and Hannah discuss the latest from marketing automation vendors and analysts, providing context to the newest features, latest tools and regulations that impact marketing automation professionals. They also share tips on how to improve your marketing automation campaigns.
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Welcome to Coaching By The Beach – your premier destination for designing a life of extraordinary freedom, wealth, and fulfillment. Hosted by Trevor McGregor, master coach, and Leesa McGregor, best-selling author, this channel is your guide to building an impactful and prosperous life. Together, they've created an eight-figure empire and now share their secrets with you. If you’re an entrepreneur, a power couple, or someone striving to live with more purpose, this podcast will provide you wi ...
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SustSpec is a podcast dedicated to the discussion of modern Sustainability practices and experiences. Hosted by David Hugens and Hilary Osborn. SustSpec was born from the Sustainability Management Masters Program at Columbia University in New York and is produced in partnership with SUMA Net Impact.
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This podcast is aimed to help credit union leaders and marketers think outside of the box about marketing, technology and community impact. Each episode we bring on guests from inside and outside of the industry who will challenge your preconceptions about business as usual.
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The Overpopulation Podcast features enlightening conversations between Population Balance executive director Nandita Bajaj, researcher Alan Ware, and expert guests that draw the connections between pronatalism, human supremacy, social inequalities, and ecological overshoot. Population Balance's mission to inspire narrative, behavioral, and system change that shrinks our human impact and elevates the rights and wellbeing of people, animals, and the planet.
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Gifted with Sheila White is a podcast that inspires, uplifts and entertains creatives to pursue their passions through their gifts. Sheila White is a film & television producer, author and entrepreneur who each in episode talks with gifted individuals about their journey, the lessons they learned, and how to make an impact living your best-driven life with clarity.
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It’s hard to imagine a bright future in the face of the climate crisis. This new podcast, from Hugo Award winning podcaster and author Emma Newman, will take you on a journey from despair to the most radiant, radical hope. Made in partnership with Friends of the Earth, Imagining Tomorrow shows how we can create a future that is good for people and for nature, based on innovations in technology and community action that are already having a positive impact. Join Emma as she pieces together th ...
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Talking Art is a partnership between WVIK, Quad Cities NPR and Quad City Arts in which a variety of hosts interview artists from the Quad Cities and beyond! Sponsored by Quad City Bank & Trust
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Every person plays a role in protecting Florida’s children. On The Pinwheel Podcast, we highlight policies, practices, and programs that reinforce protective factors and promote resilience. A consistent focus on protecting children, strengthening families, and empowering communities will generate a positive impact on the lives of all Floridians. The Pinwheel Podcast: Hope for Florida's Families is created by Prevent Child Abuse Florida in partnership with the Ounce of Prevention Fund of Flor ...
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2024 Community Impact Award - Brielle Kelley
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Erik has a chance to spend time with a truly extraordinary person, Brielle Kelley. Brielle is a school-based therapist at Homestake Peak School and Eagle Valley Elementary School as well as as working at Your Hope Center. Her passion is for her students to succeed and it comes through loud and clear with the strategies and techniques she employs in…
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Impacting Lives, Businesses, and Communities Through Strategic Partnerships and Educational Outreach
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Laura Todd and Jean Bral join us from Buena Vista University to discuss Buena Vista University's Strategic Partnerships division. Our guests also cite how secondary education is impactful to the individuals who seek it, the communities that embrace it, and the people who provide it. Be Sure to Check Out Buena Vista's Strategic Partnerships Division…
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Ep.#54: Transforming Alabama Philanthropy: Burton Crenshaw on Community Foundation Partnerships and Impact
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Discover how the merger of two community foundations is transforming philanthropic efforts across Alabama! Join us as we sit down with Burton Crenshaw from the Central Alabama Community Foundation to discuss the formation of the East Alabama Community Foundation affiliate. Burton shares the innovative ways this partnership is extending grant fundin…
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TOP 10 Lessons Learned From The First 100 Episodes with Chuck Anderson
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In this landmark 100th episode, the Chuck Anderson celebrates by counting down our top 10 favorite interviews while highlighting insights on transforming a job into a scalable business, harnessing the power of public speaking, and cultivating mental resilience for entrepreneurial success. #10. Dr. Barnsley Brown: Talked about investing in transform…
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Can you have a great retirement without being a financial expert?
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Paul McCartney recently admitted he can't read music. Yet he wrote beautiful songs. How can you have a great retirement without knowing the ins and outs of Wall Street? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram…
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Best Of: Supporting Adult Children: A Drain on Retirement Funds
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In this episode of Financial Straight Talk, Jim and Jerry discuss the importance of financial independence and how it allows individuals to pursue their passions in retirement. They share stories of clients who have achieved financial independence and highlight the role of proper financial planning in ensuring a comfortable retirement. The conversa…
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He turned all the retirement planning over to her. And she’s worried!
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A woman writes into "Market Watch" because she’s worried that a financial advisor will charge too much and lose their retirement money. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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Best Of: Avoiding Market Volatility in Retirement
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George and Zach discuss their recent travel experiences and then transition into a discussion about retirement planning. They talk about the importance of finding the right financial advisor and the potential reasons for changing advisors. They also emphasize the need for a comprehensive approach to retirement planning and the importance of avoidin…
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Creating a Retirement Plan: Tailoring Your Plan to Your Needs
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Episode Takeaways: Don't panic during market swings and focus on long-term indicators Diversify investments and avoid having all your eggs in one basket Consider lifetime income annuities for guaranteed income in retirement Manage debt and eliminate high-interest debt Create a retirement plan tailored to your individual needs Seek guidance and educ…
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Understanding the Complexities of the Tax Code
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Ken Tumolo and Nick Tumolo discuss how an inherited retirement account can present tax problems, especially if the beneficiary is in their highest earning years. They highlight how the tax code is complex and difficult for individuals to navigate on their own. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo an…
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Being Prepared For Long-Term Economic Downturns
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Mike discusses the importance of preparing for a recession and offers advice on how to recession-proof your retirement. He emphasizes the need to minimize discretionary spending, raise your cash position, and de-risk your future portfolio. Mike also highlights economic indicators to watch for, such as consumer credit card spending, layoffs, and cha…
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The Election: Avoiding Emotional Decision-Making
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Mike Riedmiller discusses the potential impact of the upcoming election on finances and retirement planning. He speaks on the importance of not getting caught up in the emotion and uncertainty surrounding the election and instead focusing on long-term financial planning. To schedule your complimentary portfolio review with Riedmiller Wealth Managem…
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Abe Ashton covers how long-term care insurance for retirees is expensive, and those who need it may be better off planning for a Medicaid spend down. Other options include hybrid products and annuities with built-in benefits. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousand…
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This week, JoePat Roop discusses the possibility of a recession and its potential impact on the economy. He highlights indicators of a recession, such as the inverse yield curve and frothy markets. The conversation also delves into the proposed capital gains tax increase and its potential effects on individuals and the economy. The importance of ta…
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The Election, Investment Decisions and Financial Planning
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In this episode, Kevin discusses various topics related to retirement and financial planning. He emphasizes the importance of not making investment decisions based on election outcomes and instead focusing on long-term financial goals. He also talks about determining the amount of money needed for retirement and the importance of creating a persona…
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The Importance of Legacy Planning in Retirement
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This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely. F…
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Opportunity to Lock in High Yields on Longer-Term Treasuries
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Raj Shah and Rick Borek discuss the potential rate cuts by the Fed and its impact on fixed income investments. They emphasize the opportunity to lock in high yields on longer-term treasuries before rates go down. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on w…
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Understanding The Impact of Age on Social Security Benefits
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Social security is a complex topic that requires careful planning. The age at which you start taking social security benefits can have a significant impact on your monthly check. Frank and Frankie discuss the differences between starting at age 62 and age 70. The decision on when to start taking social security depends on factors such as life expec…
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Why You Need A Tax Planner vs. A Tax Preparer
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Mike and Ryan highlight the benefits of tax planning, such as minimizing tax liabilities and maximizing personal wealth. They also explain the difference between a tax preparer and a tax planner, with the latter providing proactive advice and strategies to optimize tax outcomes. Want to begin building your retirement plan? Schedule a call with us h…
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The Cost of Mistakes in Rolling Over 401k to IRA
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Abe discusses important considerations for individuals approaching retirement or in the early years of retirement. One key topic is the mistake of leaving a 401k in a cash account after rolling it over to an IRA, missing out on potential stock market gains. Another theme Abe touches on is the need for consolidation and planning in the retirement ph…
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As retirement approaches, it is important to have a plan in place. One common mistake people make is leaving their 401k in a cash account that only pays a marginal rate of interest. This can result in missing out on potential gains from the stock market. Brandon discusses common mistakes retirees make and highlights the importance of being tactical…
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The Impact of the Magnificent Seven Stocks
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In this episode, Jon discusses the current market volatility and the potential for a recession. He explains the concept of the Magnificent Seven stocks and their impact on the market. Jon highlights different strategies to protect gains and minimize losses. He emphasizes the importance of finding a balance in investment decisions and adapting to th…
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Delaying retirement planning could be costly
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John Blanchard discuses retirement savings, investment options, maximizing income, and minimizing taxes. The conversation also touches on the importance of enjoying retirement and making the most of one's hard-earned money. Overall, the discussion provides valuable insights and advice for individuals approaching retirement. Like what you hear? Get …
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Imani Perry: What Do We Owe of Ourselves as Black Writers?
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On the latest episode of Reckon True Stories, Deesha Philyaw and Kiese Laymon are joined by MacArthur Genius and National Book Award Winner Dr. Imani Perry to discuss genre, personal stories and the ethical commitment to those we write about, the utilization of craft to bring the reader close to the experience and the body, the body as political, B…
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Shellabration Gets a Little Bit Country - Downtown Country Jam
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The Downtown Country Jam brings thousands of music fans to downtown Fort Dodge every year. This week Craig Schlienz sits down with the Spin Markket team to discuss how an annual event this big came to be, how it has changed over the years, what it means to the Shellabration board members, and more! Downtown Country Jam - Saturday, September 28th, 2…
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#013 - How TRAVEL Can COMPLETELY Change Your Life!
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In this Coaching by the Beach episode, hosts Trevor and Leesa McGregor discuss the transformative power of travel and how it can open up new possibilities in life. They challenge common excuses like time, money, and fear that keep people from exploring the world. Sharing their recent six-week European adventure, they emphasize how travel expands yo…
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Worries about finding the right financial advisor | The fallacy of "Stay the course, it’ll come back" | Having diversification in you tax planning | Retirement lessons from Paul McCartney and boneless ...
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On this week's show: Her husband said, “You do all the retirement planning.” And she doesn’t trust financial advisors. Did “stay the course” work this time, or should you see it differently? Can boneless chicken wings have bones? And what can that teach us about retirement? Subscribe or follow so you never miss an episode! Learn more at GoldenReser…
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Considering Tax Brackets in Inheritance Planning
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Jim explains the significance of taking tax brackets into account during inheritance planning and recommends transitioning to a Roth account as a strategy to potentially reduce tax liabilities. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT. For more inf…
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Advancing Equity in Times of Polarization and Division
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Without proactively removing the structures and systems that have contributed to inequity, place-based collaboratives can not make a meaningful impact on the lives of those most excluded and underestimated in communities. However, given the increasing anti-DEI political and cultural headwinds unfolding in the US and several other countries, communi…
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Join us this episode with Dr. Jeanne O'Kon, an accomplished psychologist with 45+ years of experience, as we talk about Adverse Childhood Experiences (ACEs) and their effect on mental, emotional, and physical health.By Prevent Child Abuse Florida
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Transformative Power of Dance: More Than Just Performance
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Join us for an inspiring episode featuring a discussion with Courtney Lyon, the Artistic Director of Ballet Quad Cities, as we delve into the exciting launch of their 28th season.By Kevin Maynard
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Optimizing Marketing Strategies for Sustainable Growth with Nathan Yeung
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In this episode, the focus is on the challenges businesses face with ineffective marketing strategies, particularly in the digital realm. Guest Nathan Yeung sheds light on the need for realistic market penetration views, operational efficiency, and leveraging proven sales strategies. The conversation emphasizes the importance of positioning, genera…
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Accounting for All Types of Taxable Income in Retirement
8:36
8:36
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Ken and Nick Tumolo touch on the impact of social security and pensions on retirement planning and the potential tax implications of withdrawing money from tax-deferred accounts. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions an…
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Preparing for Market Downturns and Weathering the Storm
27:06
27:06
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27:06
Recent stock market fluctuations have impacted retirement savings. Jim Cipriotti stresses the importance of remaining calm and adhering to one's investment strategy, while also underscoring the necessity of being prepared for possible market downturns. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturda…
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The Benefits of a Recession in Resetting the Economy
13:54
13:54
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13:54
In this episode, Damon Roberts and Matt Deaton discuss various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to retirement planning. The conversation covers the pote…
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The Importance of Diversification in Investing
12:49
12:49
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12:49
In this episode, Brandon focuses on fear, risk, and finding balance in retirement planning. He highlights the importance of addressing emotions and shifting thinking in retirement. The fear of losing money can hinder growth in retirement savings, especially for women who tend to be more conservative. Brandon emphasizes the need for diversification …
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How to Protect Yourself if the Social Security ‘Titanic’ Heads Toward the Iceberg
6:24
6:24
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6:24
The latest numbers show that if Congress fails to act, Social Security benefits could face up to a 25% cut in 2035. So, while the government’s Social Security Titanic heads for an iceberg, what can you do to fill a possible big income gap? In this episode of Countdown to Retirement, Gregg MacInnis explains how he can design a plan that can safely s…
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Tax free, taxable, tax deferred. What does it all mean?
17:59
17:59
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17:59
Being diversified in your retirement portfolio means more than your investments. Can you diversify your taxes as well? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystudio.com/listene…
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Changes in Retirement Savings Rules to Know
26:35
26:35
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26:35
Mike discusses tax planning and retirement savings rules that have recently changed, including the elimination of required minimum distributions (RMDs) from Roth 401(k) plans and the reduction of penalties for missed RMDs. The discussion also touches on the importance of tax planning and maximizing the benefits of 401(k)s and IRAs. The conversation…
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Determining Personal Risk Tolerance in Retirement Planning
11:29
11:29
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Frank and Frankie highlight the importance of balancing risk and protection in retirement portfolios. They emphasize the need to understand how the markets work and to consider personal risk tolerance. The Guidas also discuss the role of financial planning in setting up portfolios for long-term success. Connect with the team at A Better Way Financi…
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John Blanchard addresses the significance of diversifying investment portfolios and the potential drawbacks of depending exclusively on mutual funds. Additionally, he examines various tax strategies and deductions that Olympic athletes can employ to minimize taxes on their bonuses how you can do the same for your retirement portfolio. Get to know a…
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Preparing for Market Volatility and Recessions
13:44
13:44
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13:44
In this episode, Jon focuses on the frustration with the abundance of incorrect and misleading financial information available. He discusses the importance of customized financial plans and the need to consider individual circumstances such as marital status, age gap, health issues, and tax situations. The conversation then shifts to the possibilit…
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Taking Advantage of Current Tax Benefits and Exclusions
6:45
6:45
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Raj Shah and Rick Borek explain how important it is to address tax planning in retirement, including factors such as selling a home, annuities, Roth IRA conversions, IRA contributions, required minimum distributions, tax loss harvesting, and taxation of Social Security benefits. They believe timing is crucial when it comes to selling investments or…
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Mike discusses the importance of understanding risk in retirement planning. He emphasizes the need for a balanced risk portfolio that takes into account risk tolerance, risk capacity, and risk requirement. Mike explains that risk tolerance can change based on market conditions and personal circumstances, and it should be considered alongside long-t…
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Building a Meaningful and Tax-Efficient Legacy
19:41
19:41
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Kevin discusses various topics related to retirement planning, including addiction to stocks, required minimum distributions (RMDs), annuities, social security, and legacy planning. Kevin also emphasizes the importance of understanding one's options and making educated decisions to minimize risk and maximize returns in retirement. CLICK HERE TO BOO…
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Navigating Market Volatility: Don't Panic, Stay Calm
16:38
16:38
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16:38
In this episode, Jim Fox discusses the importance of having a financial plan and not panicking during market volatility. He emphasizes the need to focus on long-term indicators and stay calm. Jim also highlights the value of having a plan that provides steady income in retirement, regardless of market fluctuations. He explains the importance of per…
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Managing Investments: Avoiding Financial Drama
10:16
10:16
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10:16
The conversation with George Fossing and Travis Smith from Northstar Financial and Retirement Planning discusses the recent swings on Wall Street and provides advice on how to navigate market volatility. They emphasize the importance of not panicking and taking a long-term perspective. They also discuss the three-bucket approach to retirement plann…
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Navigating Emotions and Financial Freedom
14:54
14:54
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Abe Ashton discusses the importance of managing emotions and having a long-term investment strategy when it comes to retirement savings. He emphasizes the need to be conservative in investment strategies as retirement approaches and to avoid constantly checking account balances. As the founder of Ashton and Associates, Abe Ashton has more than 20 y…
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